Richards, Merrill & Peterson’s iShares Silver Trust SLV Stock Holding History

Richards, Merrill & Peterson’s Portfolio SLV Stock Details SLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,810	Closed	-$310K	–	293
2025 Q4	$310K	Buy	+4,810	New	+$241K	0.12%	146
2025 Q2	–	Sell	-850	Closed	-$26.3K	–	428
2025 Q1	$26.3K	Hold	850	–	–	0.01%	315
2024 Q4	$22.4K	Buy	+850	New	+$24.3K	0.01%	329

Other funds holding SLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Richards, Merrill & Peterson's SLV Position: Q1 2026 in Review

Richards, Merrill & Peterson sold out of iShares Silver Trust (SLV) in Q1 2026, closing a stake of 4,810 shares — an estimated $310K sold.

Richards, Merrill & Peterson first reported a position in SLV in Q4 2024 and held it in 3 quarters. The position peaked at $310K in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Richards, Merrill & Peterson reported no remaining iShares Silver Trust position as of Q1 2026 after selling out during the quarter.
Richards, Merrill & Peterson sold 4,810 iShares Silver Trust shares in Q1 2026, an estimated $310K.
Richards, Merrill & Peterson first reported a position in iShares Silver Trust in Q4 2024 and held it in 3 quarters.
Richards, Merrill & Peterson's iShares Silver Trust position peaked at $310K in Q4 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q1 2026, filed 17 Apr 2026.